Broker Sales Representative
The Broker Sales Representative markets and generates sales of insurance products through existing agents/brokers and by developing relationships with new clients.
Essential Duties, Responsibilities, and Requirements:
Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers.
Maintains a good understanding of the Company's products and processes and how agents/brokers interact with these products and processes.
Develops increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Works in tandem with Broker Sales Executive and Sr. Broker Sales Executives to effectively service agents/brokers and to encourage them to place their clients' business with the Company by:
Accurately and efficiently prepping agent's requests for quotations and proposals.
Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
Providing routine follow-up in coordination with BSE on quoting activity associated with assigned sales team.
Providing assistance to agents/brokers in obtaining sales materials and supplies, including creating enrollment kits upon request.
Conducting regular in-office and occasional on-site follow-up calls with brokers and prospective agents/brokers to market Company services.
Listening to agents/brokers ideas, resolving conflicts, solving problems, and providing feedback to Company management.
Proper handling of monthly renewals on existing book of business to maximize retention.
15 to 20% face-time with Brokers in coordination with assigned BSE.
Monthly check in calls to brokers on all new business sold in the prior month.
Actively participates in team meetings, providing input to contribute to the team's overall success in achieving customer satisfaction.
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
Qualifications:
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer.
Communicate with all levels of internal and external personnel, both verbally and in writing.
Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
Develop and maintain good working relationships.
Provide positive customer service.
Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients.
Determine when issues need to be escalated to a higher level.
Work in and contribute to a positive team environment.
Manage multiple responsibilities simultaneously.Estimated Salary: $20 to $28 per hour based on qualifications.
Essential Duties, Responsibilities, and Requirements:
Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers.
Maintains a good understanding of the Company's products and processes and how agents/brokers interact with these products and processes.
Develops increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Works in tandem with Broker Sales Executive and Sr. Broker Sales Executives to effectively service agents/brokers and to encourage them to place their clients' business with the Company by:
Accurately and efficiently prepping agent's requests for quotations and proposals.
Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
Providing routine follow-up in coordination with BSE on quoting activity associated with assigned sales team.
Providing assistance to agents/brokers in obtaining sales materials and supplies, including creating enrollment kits upon request.
Conducting regular in-office and occasional on-site follow-up calls with brokers and prospective agents/brokers to market Company services.
Listening to agents/brokers ideas, resolving conflicts, solving problems, and providing feedback to Company management.
Proper handling of monthly renewals on existing book of business to maximize retention.
15 to 20% face-time with Brokers in coordination with assigned BSE.
Monthly check in calls to brokers on all new business sold in the prior month.
Actively participates in team meetings, providing input to contribute to the team's overall success in achieving customer satisfaction.
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
Qualifications:
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer.
Communicate with all levels of internal and external personnel, both verbally and in writing.
Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
Develop and maintain good working relationships.
Provide positive customer service.
Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients.
Determine when issues need to be escalated to a higher level.
Work in and contribute to a positive team environment.
Manage multiple responsibilities simultaneously.Estimated Salary: $20 to $28 per hour based on qualifications.
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